Plan Snapshot
- Plan Sponsor: American Innovations, Ltd.
- Sponsor EIN: 742727549
- Sponsor Address: 12211 TECHNOLOGY BLVD, AUSTIN, TX, 78727
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 118 | $14.6M | $353,288 | $756,272 |
| 2023 | 110 | $13.4M | $374,089 | $825,476 |
| 2022 | 125 | $11.9M | $345,496 | $734,652 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $59,193 | — | $59,193 |
| BAUER & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,193
- Estimated Expense Ratio: 0.406% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,561 | — | $3,561 | — | — |
| 2023 | $3,703 | — | $3,703 | — | — |
| 2022 | $2,415 | — | $2,415 | — | — |